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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

EDGE by the numbers

Quality over quantity. Access senior decision makers from the country's most elite RIA firms.

0+

Leaders and advisors

0%

of attending advisors manage over $500M in assets

$0T

Total managed assets

Advisor insights

Managing wealth successfully at scale

  • 70% of advisor attendees directly manage $500 million+ in assets
  • EDGE advisor attendees manage the highest average AUM of all industry events
  • Firms under $5 billion managing an impressive $974 AUM on average

Surround yourself with decision makers

250+ C-level advisor decision makers attended in 2023 including 150+ CEOs and Managing Partners. Wealth Management EDGE brings together CEOs, CIOs, CTOs and COOs together in one place, creating a truly unique, all-in-one networking opportunity.

Advisors by type

Over 70% of the advisors attending Wealth Management EDGE were from independent RIAs.

Advisors by job function

Meet with key decision makers from each vertical of some of the country's fastest growing RIA firms.

Here's a snapshot of the 2024 delegates' job titles and the advisory firms attending

  • 3EDGE Asset Management, CIO 

  • Advanced Financial Strategies LLC, President 

  • Aire Advisors, COO 

  • Alera Group, EVP Wealth Services 

  • Alliance Global Partners, Senior Wealth Manager 

  • Arbor Invest, President 

  • Ashton Thomas Private Wealth, Director of Advisor Development 

  • Associated Financial Consultants, Partner 

  • Associated Financial Consultants, Senior Advisor 

  • Associated Investment Services, Shareholder, Financial Advisor 

  • AssuredPartners Investment Advisors, President 

  • Basepoint Wealth, CIO, Managing Partner 

  • Bay Colony Advisors, CEO 

  • Berkshire Asset Management, Partner/Portfolio Manager 

  • Bogart Wealth, COO 

  • Bogart Wealth, CEO/President 

  • Bradley, Foster & Sargent, COO 

  • Burney Company, President 

  • Burney Company, Senior Managing Director 

  • Capital Planning LLC, President/COO 

  • Captrust, Senior Director 

  • Captrust, Head of Investment 

  • Castellano Family Office, Co-Founder/CCO 

  • Castellano Family Office, Founding Partner 

  • Castle Wealth Management, Principal 

  • Castle Wealth Management, Sr. Financial Planner 

  • Centura Wealth Advisory, COO 

  • CG Wealth Management, Senior Portfolio Manager 

  • Clough Capital Partners, CEO 

  • Coastal Bridge Advisors, President 

  • Connectus, CXO 

  • Constellation Wealth Advisors, Managing Partner/Co-Founder 

  • Cook Wealth, CEO 

  • Cook Wealth, COO 

  • Country Financial, CFA/Retirement Specialist 

  • Credent Wealth Management, Principal/ Chief Business Office 

  • Dalphia Partners, CEO 

  • Destiny Family Office, Partner 

  • Eagle Bay Family Office, COO 

  • East West Bank, COO 

  • Element Pointe Family Office, President & CIO 

  • Element Pointe Family Office, Sr. Wealth Planning Specialist 

  • Emerald Financial Group/JW Cole, CEO/Financial Advisor 

  • Ensemble Capital Management, CAO 

  • Essex Financial Group, COO 

  • Element Pointe Family Office, President & CIO

  • Element Pointe Family Office, Sr. Wealth Planning Specialist

  • Emerald Financial Group/JW Cole, CEO/Financial Advisor

  • Ensemble Capital Management, CAO

  • Essex Financial Group, COO

  • Exchange Capital Management, CIO 

  • Exchange Capital Management, Partner/ Sr. Investment Advisor 

  • Falcon Wealth Planning, President 

  • Falcon Wealth Planning, Managing Partner 

  • Farther, CEO 

  • Fiori Financial Group, CEO 

  • Flexible Plan, VP 

  • Focus Financial - Brown, Martin & Assoc, Partner/Financial Advisor 

  • Fusion Financial Partners, President & Managing Partner 

  • Fusion Financial Partners, President & Managing Partner 

  • Gibraltar Capital Management , Co-Founder/VP 

  • Global Wealth Advisors, CEO 

  • Global Wealth Advisors, Managing Partner 

  • Global Wealth Advisors, Managing Partner 

  • Globalt Investments, CEO/President 

  • GM Advisory Group, Private Wealth Advisor  

  • Great Point Wealth Advisors, Founder/Managing Member 

  • Greenwich Wealth Management, Founding Member 

  • Harvest Volatility Management, LLC, CEO 

  • Hibernia Wealth Management, Senior Advisor 

  • High Net Worth Advisory Group, Managing Partner 

  • Hohimer Wealth Management, CCO 

  • Human Interest, Investment Director 

  • IEQ Capital, Managing Partner 

  • Impact Financial/Commonwealth Network, Principal 

  • Integrated Partners, President and Founder 

  • Intellicents Inc., CEO 

  • Invst, COO 

  • IVC Wealth Advisors, VP/Partner 

  • Jaffe Tilchin Wealth Management, DOO/Partner 

  • Lavaca Capital, Managing Director 

  • Legacy Financial Advisors, CIO 

  • Legacy Wealth Management, Managing Principal 

  • Lifeworks Advisors, CTO 

  • Lifeworks Advisors, VP of Business Operations 

  • Manhattan West Financial, CSO 

  • Marcum Wealth, Sr. Financial Advisor  

  • Marcum Wealth Management, CTO 

  • Mariner Wealth Advisors, Managing Director 

  • Mariner Wealth Advisors, Managing Director 

  • Mariner Wealth Advisors, Managing Director  

  • Mariner Wealth Advisors, VP  

  • Merit Financial Advisors, COO 

  • Moran Wealth Management, CSO 

  • Moran Wealth Management, CCO 

  • Morgan Stanley, VP 

  • Morgan Stanley, VP/Sr. Portfolio Manger 

  • Mount Yale Capital Group, Founding Partner 

  • Mount Yale Capital Group, VP Investments 

  • New England Private Wealth Advisors, CEO/Managing Member 

  • Noble Family Wealth, CEO/Managing Partner 

  • Ohnward Bancshares, Chief Investment Officer 

  • Old Slip Capital Partners, Managing Principal 

  • One Digital Wealth & Retirement, President 

  • Park Avenue Financial Advisors, Founder 

  • Phocus Financial, VP of Wealth Services 

  • Prime Capital Investment Advisors, Chairman, Managing Partner 

  • Prime Capital Investment Advisors, CEO 

  • Private Wealth Solutions/Kovacks Advisors, President 

  • Private Wealth Solutions/Kovacks Advisors, President 

  • Regal Financial Group, CEO 

  • Regency Wealth Management, Managing Partner 

  • Resonant Capital Advisors, CIO 

  • Savvy Wealth, Principal Wealth Manager 

  • Savvy Wealth, Growth Leader 

  • Seaview Investment Managers, Managing Director 

  • SEIA, Director of M&A 

  • Sen Family Office, Senior Director 

  • Signet Financial Management LLC, CEO 

  • Singer Wealth Management, President 

  • Singer Wealth Management, Investment Advisor Representative 

  • SkyPath Private Wealth, Founding Partner 

  • SkyPath Private Wealth, Founding Partner 

  • Sound Income Group, CTO/COO 

  • Sound Income Group, CCO 

  • Steel Peak, Business Development Manager 

  • Stephens Wealth Mgt Group, Wealth Advisor, CIO 

  • Summit Financial, Director of Business Dev 

  • Tallus Capital Management, Sr. Wealth Advisor 

  • The Vistria Group, Operating Partner 

  • Three Bearings Fiduciary Advisors, President & CIO 

  • TimeScale Financial, COO 

  • Tiras Wealth Management, SVP 

  • Tobias Financial Advisors, CEO/Senior Wealth Advisor 

  • Tupler Financial, President 

  • Uniplan Investment Counsel, CIO 

  • Vident Asset Management, SVP, Head of Portfolio Management 

  • Wealth Enhancement Group, Business Development Director 

  • Wealthcare Capital Management, President 

  • Wealthspire, Head of M&A 

Advisor premium program at Wealth Management EDGE

Advisor Premium Program

If you're one of the industry's top financial advisors, you can attend EDGE for free!

Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.

Find out more >> 

"Some of the best people in the industry and country that you follow, read and learn about through the year are at EDGE"

Hear from Brett Orvieto, Managing Director of Dakota Wealth Management, LLC, on his experience at Wealth Management EDGE and how the best leaders in the industry are present at the event.

"Edge is an incredible opportunity for people to network amongst themselves across all of the platforms"

Hear from Megan Bowen, Executive Search Professional at Russell Reynolds Associates on her experience at Wealth Management EDGE.

"In the market that we are in, these events are particularly important to the growth of the industry"

Hear from Tito Pombra, President and Founder of Adviser Compliance Consulting Inc. on the value of networking at Wealth Management EDGE.